Bulk Security for Documents
Bulk Security lets you update security permissions for multiple documents within an organization, saving you time from having to edit document permissions individually.
Scenario | Organization | Selecting Documents Created in IT Glue | Selecting Documents Created in MyGlue | Actions |
1 | IT Glue organization | ✓ | Add and remove IT Glue Group and Users permissions for documents created in IT Glue | |
2 | MyGlue-enabled organization | ✓ | Add and remove IT Glue and MyGlue Group and Users permissions for documents created in IT Glue | |
3 | MyGlue-enabled organization | ✓ | Add and remove IT Glue Group and Users permissions for documents created in MyGlue | |
4 | MyGlue-enabled organization | ✓ | ✓ | Add and remove applicable IT Glue and MyGlue Group and Users permissions for documents created in IT Glue and MyGlue |
Prerequisites
- A user role of Creator or higher.
Editing security permissions in bulk
- From any organization, click Documents in the left sidebar.
- Check the documents you want to update, click the down arrow next to the checkbox column heading, and click Security.
- Select either “All IT Glue Users…” or “Add or remove Groups and/or Users”.
- If “Add or remove Groups and/or Users” is selected, the appropriate filters for the Users / Groups you can add and remove will appear.
The below scenarios relate to the table at the top of this article:- Scenario 1: Add and remove IT Glue Group and User permissions for documents created in IT Glue.
- Scenario 2: Add and remove IT Glue and MyGlue Group and User permissions for documents created in IT Glue.
- Scenario 3: Add and remove IT Glue Group and User permissions for documents created in MyGlue.
- Scenario 4: Add and remove IT Glue and MyGlue Group and User permissions for documents created in IT Glue and MyGlue.
- To add or remove a group or user, either enter the Group or User name, or make a selection from the dropdown.
- After all the selections have been made for all the appropriate Groups and User, click Save.
- Confirm your changes.
Warning: Please ensure the changes you make here are intended as the operation cannot be undone.
Once complete, a green confirmation banner will appear. Security permission changes are applied in the background and may take a while depending on the number of documents being modified.
Bulk permission changes are logged individually per asset in your IT Glue activity logs.